Upside Dynamic Fund, LLC is a hedge fund based in Miami, Florida. According to its most recent Form D, filed Jun 18, 2025, the fund has sold $950,000 of interests to 3 investors since its first sale in Dec 2021. The minimum investment it accepts from an outside investor is $100,000. The offering uses Rule 506(b), which does not permit general solicitation. Based on its first sale date and the amount raised, AltMountain classifies it as an emerging manager. Related persons named in the filing include Valentin Schmid.
Performance
No verified returns have been reported for this fund. Hedge fund returns are not part of SEC filings; managers report them to AltMountain directly.
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- Total raised
- $950,000Cumulative sales reported on Form D
- Investors
- 3
- First sale
- Dec 1, 2021
- Minimum investment
- $100,000
- Who can invest
- Not stated
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Valentin Schmid
- Latest Form D
- Jun 18, 2025
From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and AltMountain has not reviewed the fund. “Raised” is cumulative sales, not current assets or performance. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Questions about Upside Dynamic Fund, LLC
What is the minimum investment for Upside Dynamic Fund, LLC?
According to its latest Form D, filed Jun 18, 2025, the minimum investment Upside Dynamic Fund, LLC accepts from an outside investor is $100,000.
Who can invest in Upside Dynamic Fund, LLC?
Upside Dynamic Fund, LLC is generally open only to investors who meet the eligibility rules in its offering documents. It uses Rule 506(b), which does not allow general advertising.
How much has Upside Dynamic Fund, LLC raised?
Upside Dynamic Fund, LLC reports $950,000 sold from 3 investors on its Form D filed Jun 18, 2025. This is cumulative sales since the offering began, not current assets or performance.
Where is Upside Dynamic Fund, LLC based?
Upside Dynamic Fund, LLC is based in Miami, Florida.
When did Upside Dynamic Fund, LLC launch?
Upside Dynamic Fund, LLC reports its first sale in Dec 2021, which makes it an emerging manager by AltMountain's definition (first sale in 2021 or later and under $50 million raised).
Size compared with every hedge fund
Raised more than 25% of the 750 hedge funds based in Florida, and more than 5% of all 10,308 that report sales.